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Abram Joshua Shearer

STRATEGENT FINANCIAL, LLC·HARRISONBURG, Virginia
Series 7, Series 24, Series 65, Series 66Clean record16 years registeredSTRATEGENT FINANCIAL, LLC
185 NEFF AVENUE, HARRISONBURG, VA 22801CRD# 5204820Firm CRD# 148173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Abram Joshua Shearer · HARRISONBURG, VA
Registration
CRD #5204820 · STRATEGENT FINANCIAL, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

STRATEGENT FINANCIAL, LLC
Dec 2015 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Jul 2010 – Jan 2011
HARRISONBURG, VA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 65
Series 66
Registration record
First registered · July 16, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGENT FINANCIAL, LLC
CRD 148173 · SEC 801-112356
AUM
$263M
Regulatory assets under management
Employees
5
121 client accounts
Services offered by STRATEGENT FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATEGENT FINANCIAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Abram Joshua Shearer offer?
Abram Joshua Shearer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISONBURG, Virginia for a consultation.
What are Abram Joshua Shearer's credentials?
Abram Joshua Shearer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abram Joshua Shearer located?
Abram Joshua Shearer is based in HARRISONBURG, Virginia, working with STRATEGENT FINANCIAL, LLC. Their office serves clients in the HARRISONBURG metropolitan area and surrounding communities.
How does Abram Joshua Shearer charge for services?
Abram Joshua Shearer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan consulting -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGENT FINANCIAL, LLC?
STRATEGENT FINANCIAL, LLC has approximately 5 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STRATEGENT FINANCIAL, LLC

Dale Scott Lam
HARRISONBURG, VA
Melissa M Mayhew
HARRISONBURG, VA

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